Client Handouts
Home Office
Home Office Deductions (PDF)
Home Owners
Home Owner Tax Savings
Record of Home Improvements
Homeowner Records to Keep
Understanding Home Improvements
Southern CA Property Taxes
Personal
Record Retention Schedule
Recordkeeping Rules
Non-Cash Charitable Contributions
IRS Information
IRS Data Security Awareness Publication 4524
Form 7202 Purpose & Use
Beneficial Ownership Information
Regular Tax vs AMT Explanation
Useful Information
Tax Return Flowchart - Publisher
Tax Return Flowchart - PowerPoint
Death of a Taxpayer
What Happens to My Assets Upon Death
A Death in the Family
Common Questions about Tax Return at Death
Death Triggered Tax Issues
Estate Tax
What Do I Pay on my Inheritance?
Estate Tax - How it works
Estate-Trust How They Go Together
Executor's Checklist
Miscellaneous Tools & Tips
Table of Consanguinity
Income vs Transfers
Preparer Tax Aids
Forms
Client Source Document Inventory
Business
How to report 1099-NEC as employee
Business Income & Expense Worksheet
Business Use of Home
Car & Truck Expenses
Charity
Publication 1771 Charitable Contributions
Clergy
Minister's Housing Allowance
Methodists Housing Allowance
Tax Organizer Docs
Tax Guidelines
Tax Interview Guide (rev. 12/2023)
Use Tax Worksheet Tax
Interview Guide for Estates & Trusts
Tax Interview Guide for S-Corps
Client Intake Forms
Non-Cash Charitable Contributions
Tax Planning Questionnaire
Domicile Questionnaire
Client Update Form
New Client Document Request List - Individual
New Client Document Request List - Trust/Estate
New Client Document Request List - Business Entity
Business Forms
Business Use of Home
Car & Truck Expenses
Car & Truck Dispositions
Form 7202 Questionnaire
Business Income & Expense Worksheet
Schedule C or F - Not-for-Profit Worksheet
Videos
Tax Updates
Form 7202 (January 2021)
Look Back for EITC & 7202 (January 2021)
7202 Due Diligence (January 2021)
Practice Management
Cracking the code: 7 Secrets to Stress-Proof Your Practice
CFS TaxTools Demo - workflows
Facebook Live Replays
2019-2024
Practice Management
Miscellaneous Tools & Tips
Daily Priority To Do List
Estimated Tax Voucher envelopes
Not Required to File Follow up letter
Verification of Self-Employment
Tax Organizer Envelopes
Client Update Form
Client Identification Documents
New Client Document Request List - Individual
New Client Document Request List - Trust/Estate
New Client Document Request List - Business Entity
Agreement & Waiver Forms
Engagement Agreement - Individuals
Engagement Agreement - Trust & Estate
Engagement Agreement - Tax Planning
Engagement Agreement - Trust Accounting
Engagement Agreement - Tax Resolution
Engagement Agreement - Consultation
Engagement Agreement - Bookkeeping
Cancellation Agreement
Tax Planning Declination
Extension Acknowledgment Agreement
Hold Harmless Agreement - Confidentiality
Hold Harmless Agreement - Mailing
Hold Harmless Agreement - Mortgage Interest Deduction
Payment Plan Agreement - Adobe Fill & Print
Payment Plan Agreement - Editing Enabled
2021 Recovery Rebate Waiver - Word
2021 Recovery Rebate Waiver - pdf
Declination to amend CA return for IRS assessment
Disclaimer for divorced couples
Marital Filing Status Election
Statement of Physical Separation
2021 Child Tax Credit Payments Waiver - Word
2021 Child Tax Credit Payments Waiver - pdf
Mid-Year Tax Law Changes Waiver - Word
Processing Cover Sheets
Processing Cover Sheet - Individuals
Processing Cover Sheet - Estates & Trusts
Processing Cover Sheet - Business Entities
Processing Cover Sheet - Extensions
Extension Toolkit
Processing Cover Sheet - Extensions
Extension Acknowledgment Agreement
Extension Notice
Preparer Tax Worksheets
Businesses
Electronic Payment Authorization (e-file direct debit)
Partnership Basis Worksheet
Business Income & Expense Worksheet
Business Use of Home
Car & Truck Expenses
Individuals
Extension Notice
Extension Acknowledgment Agreement
Electronic Payment Authorization (e-file direct debit)
Community Property Allocation
Bookkeeping & Payroll
Engagement Agreement - Bookkeeping
Bookkeeping Assessment Questions
Bookkeeping Pricing Guidelines
Clergy
Clergy Housing Allowance - Renter
Clergy Housing Allowance - Homeowner
Clergy Housing Allowance - Pub 517 Example
Vehicles
State Tax Refund Adjustment
2018 Vehicle Deemed Depreciation Recapture (& sample illustration)
Car & Truck Expenses
Car & Truck Dispositions
Commuting Deduction Map
Property
Rental Income & Expense Worksheet
Car & Truck Expenses
Business Use of Home
Schedule E Rental - Not-for-Profit Worksheet
1099-NEC Filing Requirement for Rental Property Owners
Real Estate Professional: Does the Taxpayer Qualify?
Miscellaneous
Days between dates calculator
Clergy
Minister's Housing Allowance
Methodists Housing Allowance
Estates & Trusts
Tax Preparation Tools
Engagement Agreement - Trust & Estate
Processing Cover Sheet - Estates & Trusts
Tax Interview Guide for Estates & Trusts
New Client Document Request List - Trust/Estate
LIKE WHAT YOU SEE?
There are SO many tool here to make your life easier and we continue to add more on a regular basis!
LOOKING FOR SOMETHING MORE?
With nearly 50 years in industry, we have developed so many handouts, worksheets and tools that have made our lives easier and our practice more profitable. Not all of our tools are up in the Toolbox yet because we have to make sure that they are complete with instructions and updated for you.
If you need something added, reach out...we probably have it or can create it and add it to the Toolbox!
All the information within this site is copyrighted material and any reproduction or sharing of content without permission is prohibited.
Privacy Policy
San Diego, CA
© 2018 - 2024 Beyond 4/15 Tax Coaching. All Rights Reserved
All the information within this membership site is copyrighted material and any reproduction or sharing of content without permission is prohibited
Privacy Policy
San Diego, CA
Privacy Policy
San Diego, CA
2018 - 2023 Beyond 4/15 Tax Coaching. All rights reserved.